View ValuationVesuvius 将来の成長Future 基準チェック /36Vesuvius利益と収益がそれぞれ年間23.4%と3.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10.5% 22.1%なると予測されています。主要情報23.4%収益成長率22.08%EPS成長率Machinery 収益成長24.9%収益成長率3.4%将来の株主資本利益率10.47%アナリストカバレッジGood最終更新日29 May 2026今後の成長に関する最新情報お知らせ • Aug 02+ 1 more updateVesuvius plc Provides Earnings Guidance for the Year 2024Vesuvius plc provided earnings guidance for the year 2024. For the year, the company expected full year headline trading profit for the year to be only slightly ahead of last year on a constant currency basis.お知らせ • May 16Vesuvius plc Maintains Financial Guidance for the Full Year of 2024Vesuvius plc maintains financial guidance for the full year of 2024. The resilience of company business gives it continued confidence that it will deliver on its full year 2024 expectations.お知らせ • Jul 25Vesuvius plc Provides Earnings Guidance for the First Six Months of 2022Vesuvius plc provided earnings guidance for the first six months of 2022. The company now expects to report a trading profit (EBITA) for the first half of 2022 of £127.4 million. The company's outperformance in first half was due to the successful implementation of pricing strategy to recover input costs as well as market share gains, supported by technological differentiation.すべての更新を表示Recent updatesUpcoming Dividend • May 21Upcoming dividend of UK£0.17 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 06 July 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.4%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (3.0%).お知らせ • Mar 13Vesuvius plc, Annual General Meeting, May 28, 2026Vesuvius plc, Annual General Meeting, May 28, 2026.お知らせ • Mar 11Vesuvius plc to Report First Half, 2026 Results on Jul 30, 2026Vesuvius plc announced that they will report first half, 2026 results on Jul 30, 2026お知らせ • Sep 09Vesuvius plc to Report Fiscal Year 2025 Results on Mar 12, 2026Vesuvius plc announced that they will report fiscal year 2025 results on Mar 12, 2026お知らせ • Aug 08Vesuvius plc Declares an Interim Dividend for the First Half Ended 30 June 2025, Payable on 19 September 2025The Board has declared an interim dividend of 7.1 pence per share for first half ended 30 June 2025, similar to the interim dividend for 2024. The interim dividend will be paid on 19 September 2025 to shareholders on the register at the close of business on 15 August 2025. The ex-dividend date will be 14 August 2025. Any shareholder wishing to participate in the Vesuvius Dividend Reinvestment Plan (DRIP) needs to have submitted their election to do so by 1 September 2025.お知らせ • Jul 02Vesuvius plc to Report First Half, 2025 Results on Aug 06, 2025Vesuvius plc announced that they will report first half, 2025 results on Aug 06, 2025お知らせ • Mar 20Vesuvius plc Announces Board Changes, Effective April 1, 2025Vesuvius plc announced that Eva Lindqvist, Senior Independent Director of the Company, has been appointed as a Non-executive Director of the company with effect from 1 April 2025 and will become the Senior Independent Director at the Videndum Annual General Meeting in 2025. Eva has also confirmed that she will be standing down from her role as a Non-Executive Director and Chair of Audit Committee of Tele2 AB at their Annual General Meeting on 13 May 2025.お知らせ • Mar 07Vesuvius plc, Annual General Meeting, May 16, 2025Vesuvius plc, Annual General Meeting, May 16, 2025.お知らせ • Mar 06Vesuvius plc Recommends Final Dividend for the Twelve Months Ended 31 December 2024, Payable on 6 June 2025The Board of Vesuvius plc has recommended a final dividend of 16.4 pence per share to be paid, subject to shareholder approval, on 6 June 2025 to shareholders on the register at 25 April 2025. When added to the 2024 interim dividend of 7.1 pence per share paid on 13 September 2024, this represents a full-year dividend of 23.5 pence per share. The last date for receipt of elections from shareholders for the Vesuvius Dividend Reinvestment Plan will be 15 May 2025. The ordinary shares will be quoted ex-dividend on 24 April 2025.お知らせ • Nov 19Vesuvius plc (LSE:VSVS) signed an agreement to acquire 61.65% stake in Piromet Pirometalurji Malzeme Refrakter Makina Sanayi Ve Ticaret Anonim Sirketi for €26.2 million.Vesuvius plc (LSE:VSVS) signed an agreement to acquire 61.65% stake in Piromet Pirometalurji Malzeme Refrakter Makina Sanayi Ve Ticaret Anonim Sirketi for €26.2 million on November 15, 2024. A cash consideration of €26.2 million will be paid by Vesuvius plc. As part of consideration, €26.2 million is paid towards common equity of Piromet Pirometalurji Malzeme Refrakter Makina Sanayi Ve Ticaret Anonim Sirketi. The acquisition will strengthen Vesuvius advanced refractory business in the fast-growing region of EEMEA and will also allow Vesuvius to leverage Piromet’s expertise in robotics and gunning. The transaction is subject to typical regulatory approvals and is expected to close in the first quarter of 2025.Declared Dividend • Aug 04First half dividend of UK£0.071 announcedShareholders will receive a dividend of UK£0.071. Ex-date: 8th August 2024 Payment date: 13th September 2024 Dividend yield will be 5.4%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 4.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 62% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Aug 02+ 1 more updateVesuvius plc Provides Earnings Guidance for the Year 2024Vesuvius plc provided earnings guidance for the year 2024. For the year, the company expected full year headline trading profit for the year to be only slightly ahead of last year on a constant currency basis.Reported Earnings • Aug 02First half 2024 earnings released: EPS: UK£0.18 (vs UK£0.23 in 1H 2023)First half 2024 results: EPS: UK£0.18 (down from UK£0.23 in 1H 2023). Revenue: UK£936.5m (down 5.9% from 1H 2023). Net income: UK£47.8m (down 23% from 1H 2023). Profit margin: 5.1% (down from 6.3% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Aug 01Vesuvius plc to Report First Half, 2024 Results on Aug 01, 2024Vesuvius plc announced that they will report first half, 2024 results on Aug 01, 2024Board Change • Jun 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Senior Independent Director Eva Lindqvist was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • May 29Vesuvius plc Announces Directorate and Committee ChangeVesuvius plc announced the appointment of Italia Boninelli as a Non-executive Director of the Company with effect from 1 June 2024. Italia joins the Board as an independent Non-executive Director and will serve on the Audit, Remuneration and Nomination Committees. In addition, Vesuvius announces that Kath Durrant, an independent Non-executive Director of the Company since December 2020, and Chair of the Remuneration Committee, has decided to step down from the Board of Vesuvius with effect from 31 July 2024. Italia Boninelli will succeed Kath as Chair of the Remuneration Committee on this date. Italia Boninelli is an HR executive, based in South Africa, who currently divides her time between consultancy, coaching and mentoring activities. She has served as a strategic human resources director in a variety of industries (including mining, healthcare and financial services), most recently at AngloGold Ashanti and Gold Fields Ltd. Her roles have included responsibility for employees across South Africa, Australia, the United States, UK, Germany, Belgium, Hong Kong and several Latin American countries. She served as a Non-executive Director on the board of Polymetal International PLC from 2019 until 2022.お知らせ • May 18Vesuvius plc Appoints Eva Lindqvist as Non-Executive DirectorCLS Holdings plc announced that its Non-executive Director, Eva Lindqvist, was appointed as a Non-executive Director of Vesuvius plc with effect from 15 May 2024.お知らせ • May 16Vesuvius plc Maintains Financial Guidance for the Full Year of 2024Vesuvius plc maintains financial guidance for the full year of 2024. The resilience of company business gives it continued confidence that it will deliver on its full year 2024 expectations.Upcoming Dividend • Apr 11Upcoming dividend of UK£0.16 per shareEligible shareholders must have bought the stock before 18 April 2024. Payment date: 31 May 2024. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.2%).Declared Dividend • Mar 03Final dividend of UK£0.16 announcedShareholders will receive a dividend of UK£0.16. Ex-date: 18th April 2024 Payment date: 31st May 2024 Dividend yield will be 4.4%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 1.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 01Vesuvius plc to Report Fiscal Year 2023 Results on Feb 29, 2024Vesuvius plc announced that they will report fiscal year 2023 results on Feb 29, 2024New Risk • Mar 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.1% Last year net profit margin: 8.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.1% net profit margin).Reported Earnings • Mar 01Full year 2023 earnings released: EPS: UK£0.44 (vs UK£0.67 in FY 2022)Full year 2023 results: EPS: UK£0.44 (down from UK£0.67 in FY 2022). Revenue: UK£1.93b (down 5.7% from FY 2022). Net income: UK£118.5m (down 35% from FY 2022). Profit margin: 6.1% (down from 8.8% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Feb 29Vesuvius plc Recommends Final Dividend, Payable on 31 May 2024Vesuvius plc announced that the Board has recommended a final dividend of 16.2 pence per share to be paid, subject to shareholder approval, on 31 May 2024 to shareholders on the register at 19 April 2024. When added to the 2023 interim dividend of 6.8 pence per share paid on 15 September 2023, this represents a full-year dividend of 23.0 pence per share. The last date for receipt of elections from shareholders for the Vesuvius Dividend Reinvestment Plan will be 9 May 2024.お知らせ • Feb 16+ 1 more updateVesuvius plc, Annual General Meeting, May 15, 2024Vesuvius plc, Annual General Meeting, May 15, 2024. Agenda: To propose the appointment of Eva Lindqvist as a Non-executive Director.お知らせ • Dec 05Vesuvius plc (LSE:VSVS) announces an Equity Buyback for £50 million worth of its shares.Vesuvius plc (LSE:VSVS) announces a share repurchase program. Under the program, the company will repurchase up to £50 million worth of shares. The purpose of repurchase program is to reduce the capital of the company. The repurchased shares will be cancelled. The repurchase program is valid till December 4, 2024.Reported Earnings • Jul 28First half 2023 earnings released: EPS: UK£0.23 (vs UK£0.30 in 1H 2022)First half 2023 results: EPS: UK£0.23 (down from UK£0.30 in 1H 2022). Revenue: UK£995.3m (down 2.0% from 1H 2022). Net income: UK£62.3m (down 23% from 1H 2022). Profit margin: 6.3% (down from 8.0% in 1H 2022). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.New Risk • Jul 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 7.8% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change).お知らせ • Jun 21Vesuvius plc Appoints Robert Macleod as Non-Executive DirectorVesuvius plc announced the appointment of Robert MacLeod as a Non-executive Director of the Company with effect from 1 September 2023. Robert joins the Board as an Independent Non-executive Director and will serve on the Audit, Remuneration and Nomination Committees. Robert is a chartered accountant with an industrial materials background. He currently serves as a non-executive director and Chair of the Remuneration Committee of RELX PLC. From 2014-2022 he was CEO of Johnson Matthey PLC having joined the Company as Group Finance Director in 2009. Prior to this he worked at was Atkins PLC, latterly serving as Group Finance Director. Robert started his career at KPMG, before joining Enterprise Oil Plc, where he worked in a variety of senior finance and M&A roles both in the UK and US.Board Change • May 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CFO & Executive Director Mark Collis was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Apr 13Upcoming dividend of UK£0.16 per share at 5.4% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 31 May 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 5.4%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.0%).Reported Earnings • Apr 06Full year 2022 earnings released: EPS: UK£0.67 (vs UK£0.38 in FY 2021)Full year 2022 results: EPS: UK£0.67 (up from UK£0.38 in FY 2021). Revenue: UK£2.05b (up 25% from FY 2021). Net income: UK£181.1m (up 77% from FY 2021). Profit margin: 8.8% (up from 6.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Mar 03Full year 2022 earnings released: EPS: UK£0.67 (vs UK£0.38 in FY 2021)Full year 2022 results: EPS: UK£0.67 (up from UK£0.38 in FY 2021). Revenue: UK£2.05b (up 25% from FY 2021). Net income: UK£181.1m (up 77% from FY 2021). Profit margin: 8.8% (up from 6.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Board Change • Feb 02Less than half of directors are independentFollowing Non-Executive Director Carla Bailo's arrival on 01 February 2023, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Dinggui Gao was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jan 27Vesuvius plc Announces Non-Executive Director ChangesVesuvius plc, announced the appointment of Carla Bailo as a Non-executive Director of the Company with effect from 1 February 2023. Carla joins the Board as an additional Independent Non-executive Director and will serve on the Audit, Remuneration and Nomination Committees. Carla is an engineer with more than 40 years' experience in the automotive industry. She has spent the past five years serving as President and CEO of the Center for Automotive Research ('CAR') in the USA, a position she stepped down from at the end of September 2022. She currently serves as a non-executive Director onEVe Mobility Acquisition Corp., Advance Auto Parts Inc. and SM Energy Company.Prior to joining CAR, Carla was Assistant Vice President for Mobility Research and Business Development at The Ohio State University. She spent 25 years working at the Nissan Motor Company where she served in a variety of senior management and engineering roles, culminating as Senior Vice President, Research and Development, Americas and Total Customer Satisfaction. Carla also spent 10 years earlier in her career with General Motors. The company also announced that Jane Hinkley will step down as an Independent Non-executive Director of the Company from the close of the 2023 Annual General Meeting, after 10 years of service on the Board.お知らせ • Sep 17Vesuvius plc to Report Fiscal Year 2022 Results on Mar 03, 2023Vesuvius plc announced that they will report fiscal year 2022 results on Mar 03, 2023お知らせ • Sep 10Vesuvius plc Announces Resignation of Guy Young as Chief Financial OfficerVesuvius plc announced that Guy Young has resigned from his position as Chief Financial Officer after six years with the Group, in order to take up a new opportunity. He will stay with Vesuvius until mid-February 2023. Over this period he will remain focused on the delivery and closing of the Company's full year results for 2022, and ensuring the effective transition of his responsibilities. The search for a new CFO is underway and a further announcement regarding Guy's succession will be made in due course.Reported Earnings • Jul 30First half 2022 earnings released: EPS: UK£0.30 (vs UK£0.16 in 1H 2021)First half 2022 results: EPS: UK£0.30 (up from UK£0.16 in 1H 2021). Revenue: UK£1.02b (up 26% from 1H 2021). Net income: UK£81.0m (up 88% from 1H 2021). Profit margin: 8.0% (up from 5.3% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to stay flat compared to a 9.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improved over the past weekAfter last week's 17% share price gain to €3.96, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Machinery industry in Germany. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.89 per share.お知らせ • Jul 26Vesuvius plc to Report First Half, 2022 Results on Jul 28, 2022Vesuvius plc announced that they will report first half, 2022 results on Jul 28, 2022お知らせ • Jul 25Vesuvius plc Provides Earnings Guidance for the First Six Months of 2022Vesuvius plc provided earnings guidance for the first six months of 2022. The company now expects to report a trading profit (EBITA) for the first half of 2022 of £127.4 million. The company's outperformance in first half was due to the successful implementation of pricing strategy to recover input costs as well as market share gains, supported by technological differentiation.お知らせ • Jun 07Vesuvius plc to Report First Half, 2022 Results on Jul 28, 2022Vesuvius plc announced that they will report first half, 2022 results on Jul 28, 2022Reported Earnings • Apr 08Full year 2021 earnings released: EPS: UK£0.38 (vs UK£0.15 in FY 2020)Full year 2021 results: EPS: UK£0.38 (up from UK£0.15 in FY 2020). Revenue: UK£1.64b (up 13% from FY 2020). Net income: UK£102.1m (up 147% from FY 2020). Profit margin: 6.2% (up from 2.8% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.7%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Apr 07Upcoming dividend of UK£0.15 per shareEligible shareholders must have bought the stock before 14 April 2022. Payment date: 27 May 2022. Payout ratio is a comfortable 56% but the company is not cash flow positive. Trailing yield: 6.2%. Within top quartile of German dividend payers (3.9%). Higher than average of industry peers (2.4%).お知らせ • Apr 07Vesuvius plc to Report Fiscal Year 2021 Final Results on Apr 06, 2022Vesuvius plc announced that they will report fiscal year 2021 final results on Apr 06, 2022お知らせ • Apr 06+ 1 more updateVesuvius plc Announces Board AppointmentVesuvius plc announced that Mr. Carl-Peter Forster is to join the Board of Vesuvius as a non-executive Director and Chairman designate. Carl-Peter has spent the majority of his career holding senior leadership positions in some of the automotive manufacturers, including BMW, General Motors and Tata Motors (including Jaguar Land Rover). Since he stepped down from Tata Motors in 2011, he has served as a director on a wide variety of public and private company boards, including IMI plc from 2012-2021, Rexam plc from 2014-2016 and Geely Automotive Holdings, Hong Kong, as well as Volvo Cars Group from 2013-2019. Carl-Peter Forster is currently the Chairman of Chemring Group plc, the global supplier of technology to the aerospace, defence and security markets, and Chair of the Shareholder Committee of Hella KGaA, the German automotive.Recent Insider Transactions • Mar 10CEO & Executive Director recently bought €126k worth of stockOn the 7th of March, Patrick Georges André bought around 30k shares on-market at roughly €4.21 per share. This was the largest purchase by an insider in the last 3 months. This was Patrick Georges' only on-market trade for the last 12 months.Reported Earnings • Mar 05Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: UK£0.38 (up from UK£0.15 in FY 2020). Revenue: UK£1.64b (up 13% from FY 2020). Net income: UK£102.1m (up 147% from FY 2020). Profit margin: 6.2% (up from 2.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 2.9%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.お知らせ • Mar 04+ 1 more updateVesuvius plc, Annual General Meeting, May 18, 2022Vesuvius plc, Annual General Meeting, May 18, 2022. Agenda: To consider a final dividend of 15.0 pence per ordinary share.お知らせ • Dec 07Vesuvius plc (LSE:VSVS) completed the acquisition of substantially all of the assets and liabilities of Universal Refractories, Inc. for $57.1 million.Vesuvius plc (LSE:VSVS) entered into an agreement to acquire substantially all of the assets and liabilities of Universal Refractories, Inc. for $57.1 million on December 2, 2021. The deal value is on a cash and debt free basis and will be funded from Vesuvius' internal resources. Universal's unaudited revenue and EBITDA in the trailing 12 months to October were $40.5 million and $8.6 million, respectively. The acquisition is expected to close early next week. Vesuvius plc (LSE:VSVS) completed the acquisition of substantially all of the assets and liabilities of Universal Refractories, Inc. on December 6, 2021.お知らせ • Dec 03Vesuvius plc (LSE:VSVS) entered into an agreement to acquire Substantially All of the Assets and Liabilities of Universal Refractories, Inc. for $57.1 million.Vesuvius plc (LSE:VSVS) entered into an agreement to acquire substantially all of the assets and liabilities of Universal Refractories, Inc. for $57.1 million on December 2, 2021. The deal value is on a cash and debt free basis and will be funded from Vesuvius' internal resources. Universal's unaudited revenue and EBITDA in the trailing 12 months to October were $40.5 million and $8.6 million, respectively. The acquisition is expected to close early next week.Reported Earnings • Aug 02First half 2021 earnings released: EPS UK£0.16 (vs UK£0.084 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£808.1m (up 12% from 1H 2020). Net income: UK£43.0m (up 90% from 1H 2020). Profit margin: 5.3% (up from 3.1% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Apr 08Upcoming dividend of UK£0.14 per shareEligible shareholders must have bought the stock before 15 April 2021. Payment date: 21 May 2021. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.1%).Reported Earnings • Apr 02Full year 2020 earnings released: EPS UK£0.15 (vs UK£0.30 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£1.46b (down 15% from FY 2019). Net income: UK£41.3m (down 49% from FY 2019). Profit margin: 2.8% (down from 4.7% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Mar 04New 90-day high: €6.30The company is up 13% from its price of €5.59 on 03 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.74 per share.お知らせ • Feb 16Vesuvius plc to Report Q4, 2020 Results on Mar 04, 2021Vesuvius plc announced that they will report Q4, 2020 results on Mar 04, 2021Is New 90 Day High Low • Dec 28New 90-day high: €5.98The company is up 39% from its price of €4.29 on 29 September 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.55 per share.Is New 90 Day High Low • Dec 04New 90-day high: €5.59The company is up 24% from its price of €4.52 on 04 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.94 per share.お知らせ • Nov 30Vesuvius plc Announces Board ChangesVesuvius plc announced the appointment of Kath Durrant as a Non-executive Director of the Company with effect from 1 December 2020. Kath joins the Board as an additional Independent Non-executive Director and will serve on the Audit, Remuneration and Nomination Committees. Furthermore, Kath will succeed Jane Hinkley as Remuneration Committee Chair at the close of the 2021 AGM, following which, Jane Hinkley will remain as an Independent Non-executive Director of the Company. The Nomination Committee continues to focus on its work of succession planning for the Board of Directors and its Committees, and Kath's appointment has been made in line with this responsibility. In addition, Holly Koeppel and Hock Goh have signalled their desire to step down from the Board of Directors at the close of the 2021 AGM, following 4 years and 6 years of service as Non-executive Directors, respectively.Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 19% share price gain to UK£5.19, the stock is trading at a trailing P/E ratio of 25.2x, up from the previous P/E ratio of 21.1x. This compares to an average P/E of 30x in the Machinery industry in Germany. Total return to shareholders over the past three years is a loss of 11%.Is New 90 Day High Low • Nov 10New 90-day high: €4.93The company is up 4.0% from its price of €4.74 on 11 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.90 per share.業績と収益の成長予測DB:V4S - アナリストの将来予測と過去の財務データ ( )GBP Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20282,000110124216612/31/20271,94796109190912/31/20261,87176941761012/31/20251,8105226117N/A9/30/20251,8006124114N/A6/30/20251,7917024115N/A3/31/20251,8067941137N/A12/31/20241,8208755156N/A9/30/20241,8469679180N/A6/30/20241,871104103205N/A3/31/20241,900111114211N/A12/31/20231,930119124217N/A9/30/20231,978140142234N/A6/30/20232,027162160252N/A3/31/20232,037172141232N/A12/31/20222,047181122211N/A9/30/20221,94916154132N/A6/30/20221,851140-1452N/A3/31/20221,747121-749N/A12/31/20211,643102045N/A9/30/20211,595824284N/A6/30/20211,5466285124N/A3/31/20211,5025298138N/A12/31/20201,45841112153N/A9/30/20201,50046115165N/A6/30/20201,54151118178N/A3/31/20201,62665118181N/A12/31/20191,71080119184N/A9/30/20191,750103N/A172N/A6/30/20191,790125N/A158N/A3/31/20191,794131N/A150N/A12/31/20181,798138N/A142N/A9/30/20181,77499N/A142N/A6/30/20181,74961N/A142N/A3/31/20181,71749N/A134N/A12/31/20171,68436N/A126N/A6/30/20171,56563N/A79N/A3/31/20171,48355N/A82N/A12/31/20161,40147N/A84N/A6/30/20161,28837N/A92N/A3/31/20161,30542N/A93N/A12/31/20151,32247N/A95N/A6/30/20151,41796N/A117N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: V4Sの予測収益成長率 (年間23.4% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: V4Sの収益 ( 23.4% ) はGerman市場 ( 17.2% ) よりも速いペースで成長すると予測されています。高成長収益: V4Sの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: V4Sの収益 ( 3.4% ) German市場 ( 6.7% ) よりも低い成長が予測されています。高い収益成長: V4Sの収益 ( 3.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: V4Sの 自己資本利益率 は、3年後には低くなると予測されています ( 10.5 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/29 13:57終値2026/05/29 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Vesuvius plc 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。23 アナリスト機関Jonathan HurnBarclaysNick WebsterBarclaysJames BaylissBerenberg20 その他のアナリストを表示
お知らせ • Aug 02+ 1 more updateVesuvius plc Provides Earnings Guidance for the Year 2024Vesuvius plc provided earnings guidance for the year 2024. For the year, the company expected full year headline trading profit for the year to be only slightly ahead of last year on a constant currency basis.
お知らせ • May 16Vesuvius plc Maintains Financial Guidance for the Full Year of 2024Vesuvius plc maintains financial guidance for the full year of 2024. The resilience of company business gives it continued confidence that it will deliver on its full year 2024 expectations.
お知らせ • Jul 25Vesuvius plc Provides Earnings Guidance for the First Six Months of 2022Vesuvius plc provided earnings guidance for the first six months of 2022. The company now expects to report a trading profit (EBITA) for the first half of 2022 of £127.4 million. The company's outperformance in first half was due to the successful implementation of pricing strategy to recover input costs as well as market share gains, supported by technological differentiation.
Upcoming Dividend • May 21Upcoming dividend of UK£0.17 per shareEligible shareholders must have bought the stock before 28 May 2026. Payment date: 06 July 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.4%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (3.0%).
お知らせ • Mar 13Vesuvius plc, Annual General Meeting, May 28, 2026Vesuvius plc, Annual General Meeting, May 28, 2026.
お知らせ • Mar 11Vesuvius plc to Report First Half, 2026 Results on Jul 30, 2026Vesuvius plc announced that they will report first half, 2026 results on Jul 30, 2026
お知らせ • Sep 09Vesuvius plc to Report Fiscal Year 2025 Results on Mar 12, 2026Vesuvius plc announced that they will report fiscal year 2025 results on Mar 12, 2026
お知らせ • Aug 08Vesuvius plc Declares an Interim Dividend for the First Half Ended 30 June 2025, Payable on 19 September 2025The Board has declared an interim dividend of 7.1 pence per share for first half ended 30 June 2025, similar to the interim dividend for 2024. The interim dividend will be paid on 19 September 2025 to shareholders on the register at the close of business on 15 August 2025. The ex-dividend date will be 14 August 2025. Any shareholder wishing to participate in the Vesuvius Dividend Reinvestment Plan (DRIP) needs to have submitted their election to do so by 1 September 2025.
お知らせ • Jul 02Vesuvius plc to Report First Half, 2025 Results on Aug 06, 2025Vesuvius plc announced that they will report first half, 2025 results on Aug 06, 2025
お知らせ • Mar 20Vesuvius plc Announces Board Changes, Effective April 1, 2025Vesuvius plc announced that Eva Lindqvist, Senior Independent Director of the Company, has been appointed as a Non-executive Director of the company with effect from 1 April 2025 and will become the Senior Independent Director at the Videndum Annual General Meeting in 2025. Eva has also confirmed that she will be standing down from her role as a Non-Executive Director and Chair of Audit Committee of Tele2 AB at their Annual General Meeting on 13 May 2025.
お知らせ • Mar 07Vesuvius plc, Annual General Meeting, May 16, 2025Vesuvius plc, Annual General Meeting, May 16, 2025.
お知らせ • Mar 06Vesuvius plc Recommends Final Dividend for the Twelve Months Ended 31 December 2024, Payable on 6 June 2025The Board of Vesuvius plc has recommended a final dividend of 16.4 pence per share to be paid, subject to shareholder approval, on 6 June 2025 to shareholders on the register at 25 April 2025. When added to the 2024 interim dividend of 7.1 pence per share paid on 13 September 2024, this represents a full-year dividend of 23.5 pence per share. The last date for receipt of elections from shareholders for the Vesuvius Dividend Reinvestment Plan will be 15 May 2025. The ordinary shares will be quoted ex-dividend on 24 April 2025.
お知らせ • Nov 19Vesuvius plc (LSE:VSVS) signed an agreement to acquire 61.65% stake in Piromet Pirometalurji Malzeme Refrakter Makina Sanayi Ve Ticaret Anonim Sirketi for €26.2 million.Vesuvius plc (LSE:VSVS) signed an agreement to acquire 61.65% stake in Piromet Pirometalurji Malzeme Refrakter Makina Sanayi Ve Ticaret Anonim Sirketi for €26.2 million on November 15, 2024. A cash consideration of €26.2 million will be paid by Vesuvius plc. As part of consideration, €26.2 million is paid towards common equity of Piromet Pirometalurji Malzeme Refrakter Makina Sanayi Ve Ticaret Anonim Sirketi. The acquisition will strengthen Vesuvius advanced refractory business in the fast-growing region of EEMEA and will also allow Vesuvius to leverage Piromet’s expertise in robotics and gunning. The transaction is subject to typical regulatory approvals and is expected to close in the first quarter of 2025.
Declared Dividend • Aug 04First half dividend of UK£0.071 announcedShareholders will receive a dividend of UK£0.071. Ex-date: 8th August 2024 Payment date: 13th September 2024 Dividend yield will be 5.4%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 4.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 62% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 02+ 1 more updateVesuvius plc Provides Earnings Guidance for the Year 2024Vesuvius plc provided earnings guidance for the year 2024. For the year, the company expected full year headline trading profit for the year to be only slightly ahead of last year on a constant currency basis.
Reported Earnings • Aug 02First half 2024 earnings released: EPS: UK£0.18 (vs UK£0.23 in 1H 2023)First half 2024 results: EPS: UK£0.18 (down from UK£0.23 in 1H 2023). Revenue: UK£936.5m (down 5.9% from 1H 2023). Net income: UK£47.8m (down 23% from 1H 2023). Profit margin: 5.1% (down from 6.3% in 1H 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Aug 01Vesuvius plc to Report First Half, 2024 Results on Aug 01, 2024Vesuvius plc announced that they will report first half, 2024 results on Aug 01, 2024
Board Change • Jun 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Senior Independent Director Eva Lindqvist was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • May 29Vesuvius plc Announces Directorate and Committee ChangeVesuvius plc announced the appointment of Italia Boninelli as a Non-executive Director of the Company with effect from 1 June 2024. Italia joins the Board as an independent Non-executive Director and will serve on the Audit, Remuneration and Nomination Committees. In addition, Vesuvius announces that Kath Durrant, an independent Non-executive Director of the Company since December 2020, and Chair of the Remuneration Committee, has decided to step down from the Board of Vesuvius with effect from 31 July 2024. Italia Boninelli will succeed Kath as Chair of the Remuneration Committee on this date. Italia Boninelli is an HR executive, based in South Africa, who currently divides her time between consultancy, coaching and mentoring activities. She has served as a strategic human resources director in a variety of industries (including mining, healthcare and financial services), most recently at AngloGold Ashanti and Gold Fields Ltd. Her roles have included responsibility for employees across South Africa, Australia, the United States, UK, Germany, Belgium, Hong Kong and several Latin American countries. She served as a Non-executive Director on the board of Polymetal International PLC from 2019 until 2022.
お知らせ • May 18Vesuvius plc Appoints Eva Lindqvist as Non-Executive DirectorCLS Holdings plc announced that its Non-executive Director, Eva Lindqvist, was appointed as a Non-executive Director of Vesuvius plc with effect from 15 May 2024.
お知らせ • May 16Vesuvius plc Maintains Financial Guidance for the Full Year of 2024Vesuvius plc maintains financial guidance for the full year of 2024. The resilience of company business gives it continued confidence that it will deliver on its full year 2024 expectations.
Upcoming Dividend • Apr 11Upcoming dividend of UK£0.16 per shareEligible shareholders must have bought the stock before 18 April 2024. Payment date: 31 May 2024. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 4.7%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.2%).
Declared Dividend • Mar 03Final dividend of UK£0.16 announcedShareholders will receive a dividend of UK£0.16. Ex-date: 18th April 2024 Payment date: 31st May 2024 Dividend yield will be 4.4%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 1.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 01Vesuvius plc to Report Fiscal Year 2023 Results on Feb 29, 2024Vesuvius plc announced that they will report fiscal year 2023 results on Feb 29, 2024
New Risk • Mar 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.1% Last year net profit margin: 8.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (6.1% net profit margin).
Reported Earnings • Mar 01Full year 2023 earnings released: EPS: UK£0.44 (vs UK£0.67 in FY 2022)Full year 2023 results: EPS: UK£0.44 (down from UK£0.67 in FY 2022). Revenue: UK£1.93b (down 5.7% from FY 2022). Net income: UK£118.5m (down 35% from FY 2022). Profit margin: 6.1% (down from 8.8% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Feb 29Vesuvius plc Recommends Final Dividend, Payable on 31 May 2024Vesuvius plc announced that the Board has recommended a final dividend of 16.2 pence per share to be paid, subject to shareholder approval, on 31 May 2024 to shareholders on the register at 19 April 2024. When added to the 2023 interim dividend of 6.8 pence per share paid on 15 September 2023, this represents a full-year dividend of 23.0 pence per share. The last date for receipt of elections from shareholders for the Vesuvius Dividend Reinvestment Plan will be 9 May 2024.
お知らせ • Feb 16+ 1 more updateVesuvius plc, Annual General Meeting, May 15, 2024Vesuvius plc, Annual General Meeting, May 15, 2024. Agenda: To propose the appointment of Eva Lindqvist as a Non-executive Director.
お知らせ • Dec 05Vesuvius plc (LSE:VSVS) announces an Equity Buyback for £50 million worth of its shares.Vesuvius plc (LSE:VSVS) announces a share repurchase program. Under the program, the company will repurchase up to £50 million worth of shares. The purpose of repurchase program is to reduce the capital of the company. The repurchased shares will be cancelled. The repurchase program is valid till December 4, 2024.
Reported Earnings • Jul 28First half 2023 earnings released: EPS: UK£0.23 (vs UK£0.30 in 1H 2022)First half 2023 results: EPS: UK£0.23 (down from UK£0.30 in 1H 2022). Revenue: UK£995.3m (down 2.0% from 1H 2022). Net income: UK£62.3m (down 23% from 1H 2022). Profit margin: 6.3% (down from 8.0% in 1H 2022). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
New Risk • Jul 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 7.8% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change).
お知らせ • Jun 21Vesuvius plc Appoints Robert Macleod as Non-Executive DirectorVesuvius plc announced the appointment of Robert MacLeod as a Non-executive Director of the Company with effect from 1 September 2023. Robert joins the Board as an Independent Non-executive Director and will serve on the Audit, Remuneration and Nomination Committees. Robert is a chartered accountant with an industrial materials background. He currently serves as a non-executive director and Chair of the Remuneration Committee of RELX PLC. From 2014-2022 he was CEO of Johnson Matthey PLC having joined the Company as Group Finance Director in 2009. Prior to this he worked at was Atkins PLC, latterly serving as Group Finance Director. Robert started his career at KPMG, before joining Enterprise Oil Plc, where he worked in a variety of senior finance and M&A roles both in the UK and US.
Board Change • May 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. CFO & Executive Director Mark Collis was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Apr 13Upcoming dividend of UK£0.16 per share at 5.4% yieldEligible shareholders must have bought the stock before 20 April 2023. Payment date: 31 May 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 5.4%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.0%).
Reported Earnings • Apr 06Full year 2022 earnings released: EPS: UK£0.67 (vs UK£0.38 in FY 2021)Full year 2022 results: EPS: UK£0.67 (up from UK£0.38 in FY 2021). Revenue: UK£2.05b (up 25% from FY 2021). Net income: UK£181.1m (up 77% from FY 2021). Profit margin: 8.8% (up from 6.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Mar 03Full year 2022 earnings released: EPS: UK£0.67 (vs UK£0.38 in FY 2021)Full year 2022 results: EPS: UK£0.67 (up from UK£0.38 in FY 2021). Revenue: UK£2.05b (up 25% from FY 2021). Net income: UK£181.1m (up 77% from FY 2021). Profit margin: 8.8% (up from 6.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Board Change • Feb 02Less than half of directors are independentFollowing Non-Executive Director Carla Bailo's arrival on 01 February 2023, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Non-Executive Director Dinggui Gao was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 27Vesuvius plc Announces Non-Executive Director ChangesVesuvius plc, announced the appointment of Carla Bailo as a Non-executive Director of the Company with effect from 1 February 2023. Carla joins the Board as an additional Independent Non-executive Director and will serve on the Audit, Remuneration and Nomination Committees. Carla is an engineer with more than 40 years' experience in the automotive industry. She has spent the past five years serving as President and CEO of the Center for Automotive Research ('CAR') in the USA, a position she stepped down from at the end of September 2022. She currently serves as a non-executive Director onEVe Mobility Acquisition Corp., Advance Auto Parts Inc. and SM Energy Company.Prior to joining CAR, Carla was Assistant Vice President for Mobility Research and Business Development at The Ohio State University. She spent 25 years working at the Nissan Motor Company where she served in a variety of senior management and engineering roles, culminating as Senior Vice President, Research and Development, Americas and Total Customer Satisfaction. Carla also spent 10 years earlier in her career with General Motors. The company also announced that Jane Hinkley will step down as an Independent Non-executive Director of the Company from the close of the 2023 Annual General Meeting, after 10 years of service on the Board.
お知らせ • Sep 17Vesuvius plc to Report Fiscal Year 2022 Results on Mar 03, 2023Vesuvius plc announced that they will report fiscal year 2022 results on Mar 03, 2023
お知らせ • Sep 10Vesuvius plc Announces Resignation of Guy Young as Chief Financial OfficerVesuvius plc announced that Guy Young has resigned from his position as Chief Financial Officer after six years with the Group, in order to take up a new opportunity. He will stay with Vesuvius until mid-February 2023. Over this period he will remain focused on the delivery and closing of the Company's full year results for 2022, and ensuring the effective transition of his responsibilities. The search for a new CFO is underway and a further announcement regarding Guy's succession will be made in due course.
Reported Earnings • Jul 30First half 2022 earnings released: EPS: UK£0.30 (vs UK£0.16 in 1H 2021)First half 2022 results: EPS: UK£0.30 (up from UK£0.16 in 1H 2021). Revenue: UK£1.02b (up 26% from 1H 2021). Net income: UK£81.0m (up 88% from 1H 2021). Profit margin: 8.0% (up from 5.3% in 1H 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to stay flat compared to a 9.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 26Investor sentiment improved over the past weekAfter last week's 17% share price gain to €3.96, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 11x in the Machinery industry in Germany. Total loss to shareholders of 18% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €7.89 per share.
お知らせ • Jul 26Vesuvius plc to Report First Half, 2022 Results on Jul 28, 2022Vesuvius plc announced that they will report first half, 2022 results on Jul 28, 2022
お知らせ • Jul 25Vesuvius plc Provides Earnings Guidance for the First Six Months of 2022Vesuvius plc provided earnings guidance for the first six months of 2022. The company now expects to report a trading profit (EBITA) for the first half of 2022 of £127.4 million. The company's outperformance in first half was due to the successful implementation of pricing strategy to recover input costs as well as market share gains, supported by technological differentiation.
お知らせ • Jun 07Vesuvius plc to Report First Half, 2022 Results on Jul 28, 2022Vesuvius plc announced that they will report first half, 2022 results on Jul 28, 2022
Reported Earnings • Apr 08Full year 2021 earnings released: EPS: UK£0.38 (vs UK£0.15 in FY 2020)Full year 2021 results: EPS: UK£0.38 (up from UK£0.15 in FY 2020). Revenue: UK£1.64b (up 13% from FY 2020). Net income: UK£102.1m (up 147% from FY 2020). Profit margin: 6.2% (up from 2.8% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.7%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Apr 07Upcoming dividend of UK£0.15 per shareEligible shareholders must have bought the stock before 14 April 2022. Payment date: 27 May 2022. Payout ratio is a comfortable 56% but the company is not cash flow positive. Trailing yield: 6.2%. Within top quartile of German dividend payers (3.9%). Higher than average of industry peers (2.4%).
お知らせ • Apr 07Vesuvius plc to Report Fiscal Year 2021 Final Results on Apr 06, 2022Vesuvius plc announced that they will report fiscal year 2021 final results on Apr 06, 2022
お知らせ • Apr 06+ 1 more updateVesuvius plc Announces Board AppointmentVesuvius plc announced that Mr. Carl-Peter Forster is to join the Board of Vesuvius as a non-executive Director and Chairman designate. Carl-Peter has spent the majority of his career holding senior leadership positions in some of the automotive manufacturers, including BMW, General Motors and Tata Motors (including Jaguar Land Rover). Since he stepped down from Tata Motors in 2011, he has served as a director on a wide variety of public and private company boards, including IMI plc from 2012-2021, Rexam plc from 2014-2016 and Geely Automotive Holdings, Hong Kong, as well as Volvo Cars Group from 2013-2019. Carl-Peter Forster is currently the Chairman of Chemring Group plc, the global supplier of technology to the aerospace, defence and security markets, and Chair of the Shareholder Committee of Hella KGaA, the German automotive.
Recent Insider Transactions • Mar 10CEO & Executive Director recently bought €126k worth of stockOn the 7th of March, Patrick Georges André bought around 30k shares on-market at roughly €4.21 per share. This was the largest purchase by an insider in the last 3 months. This was Patrick Georges' only on-market trade for the last 12 months.
Reported Earnings • Mar 05Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: UK£0.38 (up from UK£0.15 in FY 2020). Revenue: UK£1.64b (up 13% from FY 2020). Net income: UK£102.1m (up 147% from FY 2020). Profit margin: 6.2% (up from 2.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.2%. Over the next year, revenue is forecast to grow 2.9%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 04+ 1 more updateVesuvius plc, Annual General Meeting, May 18, 2022Vesuvius plc, Annual General Meeting, May 18, 2022. Agenda: To consider a final dividend of 15.0 pence per ordinary share.
お知らせ • Dec 07Vesuvius plc (LSE:VSVS) completed the acquisition of substantially all of the assets and liabilities of Universal Refractories, Inc. for $57.1 million.Vesuvius plc (LSE:VSVS) entered into an agreement to acquire substantially all of the assets and liabilities of Universal Refractories, Inc. for $57.1 million on December 2, 2021. The deal value is on a cash and debt free basis and will be funded from Vesuvius' internal resources. Universal's unaudited revenue and EBITDA in the trailing 12 months to October were $40.5 million and $8.6 million, respectively. The acquisition is expected to close early next week. Vesuvius plc (LSE:VSVS) completed the acquisition of substantially all of the assets and liabilities of Universal Refractories, Inc. on December 6, 2021.
お知らせ • Dec 03Vesuvius plc (LSE:VSVS) entered into an agreement to acquire Substantially All of the Assets and Liabilities of Universal Refractories, Inc. for $57.1 million.Vesuvius plc (LSE:VSVS) entered into an agreement to acquire substantially all of the assets and liabilities of Universal Refractories, Inc. for $57.1 million on December 2, 2021. The deal value is on a cash and debt free basis and will be funded from Vesuvius' internal resources. Universal's unaudited revenue and EBITDA in the trailing 12 months to October were $40.5 million and $8.6 million, respectively. The acquisition is expected to close early next week.
Reported Earnings • Aug 02First half 2021 earnings released: EPS UK£0.16 (vs UK£0.084 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: UK£808.1m (up 12% from 1H 2020). Net income: UK£43.0m (up 90% from 1H 2020). Profit margin: 5.3% (up from 3.1% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Apr 08Upcoming dividend of UK£0.14 per shareEligible shareholders must have bought the stock before 15 April 2021. Payment date: 21 May 2021. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.1%).
Reported Earnings • Apr 02Full year 2020 earnings released: EPS UK£0.15 (vs UK£0.30 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: UK£1.46b (down 15% from FY 2019). Net income: UK£41.3m (down 49% from FY 2019). Profit margin: 2.8% (down from 4.7% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Mar 04New 90-day high: €6.30The company is up 13% from its price of €5.59 on 03 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.74 per share.
お知らせ • Feb 16Vesuvius plc to Report Q4, 2020 Results on Mar 04, 2021Vesuvius plc announced that they will report Q4, 2020 results on Mar 04, 2021
Is New 90 Day High Low • Dec 28New 90-day high: €5.98The company is up 39% from its price of €4.29 on 29 September 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.55 per share.
Is New 90 Day High Low • Dec 04New 90-day high: €5.59The company is up 24% from its price of €4.52 on 04 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.94 per share.
お知らせ • Nov 30Vesuvius plc Announces Board ChangesVesuvius plc announced the appointment of Kath Durrant as a Non-executive Director of the Company with effect from 1 December 2020. Kath joins the Board as an additional Independent Non-executive Director and will serve on the Audit, Remuneration and Nomination Committees. Furthermore, Kath will succeed Jane Hinkley as Remuneration Committee Chair at the close of the 2021 AGM, following which, Jane Hinkley will remain as an Independent Non-executive Director of the Company. The Nomination Committee continues to focus on its work of succession planning for the Board of Directors and its Committees, and Kath's appointment has been made in line with this responsibility. In addition, Holly Koeppel and Hock Goh have signalled their desire to step down from the Board of Directors at the close of the 2021 AGM, following 4 years and 6 years of service as Non-executive Directors, respectively.
Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 19% share price gain to UK£5.19, the stock is trading at a trailing P/E ratio of 25.2x, up from the previous P/E ratio of 21.1x. This compares to an average P/E of 30x in the Machinery industry in Germany. Total return to shareholders over the past three years is a loss of 11%.
Is New 90 Day High Low • Nov 10New 90-day high: €4.93The company is up 4.0% from its price of €4.74 on 11 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.90 per share.